Filed January 11, 2024
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT3+ years Service code 26 · EIN 58-2099805 1061 CLIFF DAWSON ROAD · WATKINSVILLE, GA 30677 | Advisory (Participants) | $29,071 |
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 1300 S. CLINTON ST. · FT. WAYNE, IN 46802 | Contract Administrator | $15,492 |
Service code 15 · EIN 27-0797499 115 FRANKLIN TURNPIKE · MAHWAH, NJ 07430 | Recordkeeping | $5,667 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,508 | $63,314+17.7% | $91,004-18.1% | $62,293+19.6% |
| Participation rate | 91.8% | 73.3%+18.5pp | 75.6%+16.2pp | 69.5%+22.3pp |
| Annual return | 14.85% | 21.00%-6.1pp | 4.60%+10.3pp | 28.90%-14.0pp |
| Employer contribution / active EE | $435 | $1,807-75.9% | $2,456-82.3% | $2,042-78.7% |
| Participant deferral / active EE | $3,430 | $2,944+16.5% | $3,548-3.3% | $3,169+8.2% |
| Admin fee / account holder | $408 | $468-12.7% | $5,417-92.5% | $479-14.8% |